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Anthony Park

Advisor at Panoptic Global Wealth Management, LLC

Updated today
Panoptic Global Wealth Management, LLC logo

Firm

Panoptic Global Wealth Management, LLC

Location

Santan Valley, AZ

Credentials

Series 66

Industry experience

16 years

About

Anthony Park is a financial advisor at Panoptic Global Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has been with Panoptic Global Wealth Management since 2011. In addition to his advisory role, he is an independent insurance agent in Arizona. Panoptic Global Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, personal trusts, estates, and retirement plan sponsors. The firm employs a long-term, fundamental analysis-based investment approach, combining pension plan consulting with retail financial planning for non-high-net-worth clients.

Client services

Based on Panoptic Global Wealth Management, LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Panoptic Global Wealth Management, LLC

Concentrated stock management

Fee options

Percentage

$0 - $1,000,000: 2.00% annually $1,000,000 - $3,000,000: 1.50% annually $3,000,000+: 1.00% annually

Project-based

$450 per hour, negotiable depending on client circumstances

Other

Account minimum: $50,000

Location

Santan Valley, AZ

Most active in

Arizona

Work history

Panoptic Global Wealth Management, LLC

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Nicholas L

CFP®, Series 65

Gilbert, AZ

Kingdom Wealth Advisers

Passive / index investing Real estate investing Annuities
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David P

CFP®, Series 63

Queen Creek, AZ

Flight Capital Management, LLC

Active portfolio management Concentrated stock management
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Ian R

CFP®, Series 63, Series 65

Gilbert, AZ

Four Peaks Planning and Investments LLC

Options & derivatives strategies Annuities College savings (529s, UTMA, etc.) Life insurance needs analysis General retirement planning
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David G

Series 63, Series 65

Chandler, AZ

Vivere Wealth Management LLC

Tax-loss harvesting Retirement income strategy Annuities General estate planning guidance Income planning

Kim M

CFP®

Gilbert, AZ

WealthLogic

Uncommon for most financial professionals, my background spans psychology, teaching, puzzles, and gymnastics. All of which has helped me become the woman and financial advisor I am today. Having started life in the state of Washington, I moved to Arizona for college. After several years, I found my understanding of individual behavior was well suited to helping people learn about finances. Once I saw first-hand how life changing the results of good financial planning can be for a person, it was like I was struck by lightning. There could be nothing else I would be satisfied doing professionally – being a financial advisor was my calling. As a CERTIFIED FINANCIAL PLANNER™ professional, my passion is helping couples and career-focused individuals who are building wealth and maintaining careers while balancing multiple goals to work toward financial success. I’m a strong advocate of empowering people about money; my mission is to help you overcome the unique challenges you may face to help you successfully achieve financial security and peace of mind so you can focus on what’s important to you. I received my undergraduate degree in Finance from Arizona State University W.P. Carey School of Business. Originally from Shoreline Washington, I’ve called the Valley of the Sun home since 2001.

General retirement planning Retirement income strategy Wealth management Educators, Teachers, and Academics

Steven C

CFP®

Gilbert, AZ

Know Your Worth Financial

I’m Steven Chau, owner of Know Your Worth Financial and a CERTIFIED FINANCIAL PLANNER™. Know Your Worth Financial was started to help immigrants and young minority professionals achieve financial independence in an increasingly complex financial environment. We help clients achieve this by simplifying personal finance and by offering a safe space for people to talk openly about money and get the tools necessary to build a thriving financial future. Growing up in Arizona as a second-generation Chinese-American, outside of being told just to “save more and spend less”, conversations around money didn’t get much more complex. It wasn’t until I started my career in finance that I learned how underprepared my generation was when it came to personal finance. During my decade in the financial services industry, I observed a woeful lack of attention paid towards millennials and minority communities. As I progressed in my career, traditionally firm prerequisites like net worth and investable made it more and more difficult to help the people I was closest to. I started Know Your Worth Financial to move away from that traditional structure and work with more people like you. I hope you enjoyed learning a little bit about me. I look forward to meeting you and learning about your journey!

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance Immigrants Minorities Young Professionals Gen Y/Millennials (Born 1980-1995)
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